Portal - Guides, Videos and Tutorials

Here you will find Guides, Tutorials, FAQs and Troubleshooting Articles for our Brand New Portal

Emily avatar Linda Vazquez avatar
38 articles in this collection
Written by Emily and Linda Vazquez
Guides and Tutorials

How to find the template library

Finding the template library, how to use templates
Emily avatar
Written by Emily
Updated over a week ago

How to Remove Templates

Quick guide on how to remove templates.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

Extra Signature(s)

How to add more signatures, extra signatures.
Emily avatar
Written by Emily
Updated over a week ago

Approver Workflow

Emily avatar
Written by Emily
Updated over a week ago

How to Archive/Delete a Company/Department

Quick guide on how to delete a company if you no longer require it.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Create Conditional Questions?

Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Restore an Archived/Deleted Company

Quick guide on how to restore previous companies that you deleted.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Edit a Company or Department

Quick guide on how to edit the details of your companies or departments already setup
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

Changing the Answer Pattern for Questions that have been Used in Reports

Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Delete a Location

Quick guide on how to delete a location you may no longer need.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Edit a Location

Quick guide on how to edit the details of a location.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Clone Audit and Checklist?

Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Restore a Location

Quick guide on how to restore a location you previously archived/deleted.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Find/View a Company

Quick guide on how to find a company
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Add a Response

Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago
Reports

Keep Reports Private

How to bypass the email being sent to the usual distribution group
Emily avatar
Written by Emily
Updated over a week ago

Company Description & Usage, Confidentiality Information

Report configuration, company description & confidentiality features, optional.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

Printing an Audit Report

Quick guide on how to print an audit report.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

Managing Reports

A quick tutorial on how to manage your reports generated from your audits.
Emily avatar
Written by Emily
Updated over a week ago

Email Settings for Reports

Quick guide on how to set up default emails for generated reports.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Edit the Reports

Quick guide on how to edit, change the status or make any other changes to reports.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Download and View Reports

Quick guide on how to view a report.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Archive/Restore Reports

A quick guide on how to archive a report if you no longer need it or restore a report if you change your mind.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How and Why to Regenerate a Report

Quick guide on how to regenerate a report and why you might need to do so.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Filter the Search of your Reports

Quick guide on how to custom your search using the filter function.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago